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901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-12-26 |
| TX | RA | APPROVED_RES | 2022-01-10 |
| NC | RA | APPROVED | 2018-12-13 |
| VA | RA | APPROVED | 2009-07-31 |
Branch Locations
143 West Main St., Abingdon, VA 24210 • United States
901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cary Street Partners Llc | Abingdon | VA | 07/2009 | Present |
WASHINGTON CO PUBLIC LIBRARY. BOARD MEMBER. ABINGDON, VA. NOT INVESTMENT RELATED. HAS CONTROL OF THIRD PARTY ASSETS. NO COMPENSATION. START DATE: 2010. 2 MARKET HOUR/MONTH. 5 NON-MARKET HOUR /MONTH. HELP ON THE FINANCE COMMITTEE. THE FOUNDATION BOARD TRIES TO RAISE FUNDS AND DIRECTS FUNDS FOR OUR COUNTY LIBRARIES - TAX EXEMPT. Back up Executor for Family Friend's Estate, Investment Related, Estate Planning, Executor, 2022-11-11,0 hours per month,0 hours per month during trading hours,No Compensation Compensation,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 2004-05-21 |
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